SIMPLIFY INTEREST RATE HEDGE ETF

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PFIX·82889N855·US·ETF·Unknown - Unknown

PFIX (SIMPLIFY INTEREST RATE HEDGE ETF) is held by 21 institutional investors as of Q2 2026. Largest holders: JANE STREET GROUP, LLC ($27.8M), CITADEL ADVISORS LLC ($6.2M), COMMONWEALTH EQUITY SERVICES, LLC ($3M). Net institutional sentiment: Mixed.

21

Holders

(3 Elite)

$41.5M

Total Value

36% (25)

Consensus

9 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)61

Activist (13D/13G)61

Congressional (STOCK Act)26

Holder Quality

84

★★★★★

Elite

74

★★★★

Strong

12

★★★

Solid

50

★★

Below

27

★

Weak

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PFIX.

Top Holders

Top Holders (21)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JANE STREET GROUP, LLC	New	641,661	$27.8M	0.0%	+18.21%	40
CITADEL ADVISORS LLC	New	142,237	$6.2M	0.0%	+18.21%	38
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	69,391(-0.5%)	$3M	0.0%	+21.94%	0
HighTower Advisors, LLC	Decreased	24,027(-1.7%)	$1M	0.0%	+8.54%	0
LPL Financial LLC	Decreased	20,330(-87.2%)	$881,488	0.0%	+11.27%	0
MML INVESTORS SERVICES, LLC	Increased	12,103(+8.0%)	$524,769	0.0%	+11.25%	26
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	8,754(-1.1%)	$379,585	0.0%	+16.91%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	8,495(-92.2%)	$368,342	0.0%	+11.79%	0
OneDigital Investment Advisors LLC	New	6,911	$299,644	0.0%	+18.21%	32
Point72 Asset Management, L.P.	Decreased	5,300(-83.7%)	$229,808	0.0%	+11.61%	0
BANK OF MONTREAL /CAN/	Increased	5,262(+15.2%)	$228,143	0.0%	+12.20%	26
AE Wealth Management LLC	Increased	4,675(+311x)	$202,718	0.0%	+18.18%	37
OSAIC HOLDINGS, INC.	Decreased	2,539(-75.2%)	$110,234	0.0%	+13.14%	0
IWIntegrated Wealth Concepts LLC	New	2,012	$87,255	0.0%	+18.21%	30
Steward Partners Investment Advisory, LLC	Unchanged	1,682	$72,932	0.0%	+28.04%	0
MORGAN STANLEY	Decreased	1,113(-44.4%)	$48,278	0.0%	+11.60%	0
UBS Group AG	New	558	$24,195	0.0%	+18.21%	29
Farther Finance Advisors, LLC	Decreased	555(-87.7%)	$24,065	0.0%	+11.92%	0
US BANCORP \DE\	Unchanged	545	$23,631	0.0%	+30.61%	0
JPMORGAN CHASE & CO	New	45	$1,870	0.0%	+18.21%	17

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer